TAX AND FINANCIAL SERVICES

It’s not what you earn... It’s what you keep ....

If you are a high-income, successful individual, concerned about maximizing your after tax wealth, we can help you increase what you keep, and put it to work for you. Through timely business and personal wealth planning we can help you get control of your finances. We are skilled in providing both tax planning and tax compliance services.
 
We can help with, for example:

	the tax efficient organisation of personal finances and investments.
	the mitigation of personal tax burdens, including income tax, capital gains tax and inheritance tax.
	tax returns and the agreement with the Inland Revenue of annual tax liabilities or repayments.
	life assurance, mortgages and school fees.
	trust accounting and administration.
	planning for retirement.
	executorship.

AUDIT SERVICES AND APPROACH

Our approach to auditing is management-oriented. We will concentrate on maintaining a close and constructive relationship with you at all times and on being continuously responsive to your needs. The assistance of your accounting personnel will be used where possible to reduce costs.
 
Any proposed adjustments arising during the audit will be thoroughly reviewed with you prior to preparation of any reports. This approach to audit services results in the early identification of problems and leads to a harmonious, professional relationship.

ACCOUNTANCY

We provide a cost efficient service and our speed of response enables us to meet any deadlines set.

In addition to these core services we also have expertise in:-

	business plans and cash flows.
	monthly management accounts
	payroll
	purchase and sale of businesses
	raising finance and grants
	profit related pay